SlideShare una empresa de Scribd logo
1 de 13
Descargar para leer sin conexión
WELCOME TO DEALPOINT MERRILL
The Intersection of Capital and Opportunity
At DealPoint Merrill, well-defined risk and asset management principles guide our investment
strategies. We have the experience to identify market inefficiencies and to capitalize on sustainable,
long-term growth investments, regardless of economic conditions.
Our goal is not only to outperform in good markets, but more importantly, to protect our investors’
capital during economic downturns. We take this responsibility very seriously.
We are proud of our history, the work of our investment team, and our firm’s commitment to high
quality client service. We are thankful for the support and loyalty of our clients and partners.
We invite you to learn more about us at www.DealPoint Merrill.com. 						
“Time is money.”
~Benjamin Franklin
-1-
The Company
We are a Regional Real Estate
Development Company
• Headquartered in Los Angeles, 		
	 California
• Privately held company
• Owner and operator of valued added 	
	 retail conversions, self-storage,
	 non-performing notes and build to 		
	 suit properties
Highly Evolved Management
Team, Operations and Accounting
Infrastructure
• 20+ year average tenure of senior 		
	 management team
• Highly disciplined internal systems 		
	 controls and accounting
	 infrastructure
• Full reporting transparency
	 and audited project financials
Strong, Long-Term Track Record
Over Many Investment Cycles
• Value added and opportunistic 		
	 investment philosophy
• In-house redevelopment, 			
	 construction and asset/property 		
	 management capabilities
Transforming Assets into Success
Based in Los Angeles since 1985, The Merrill Group of Companies
has established an enviable track record of success with a scope
of operations encompassing development and construction for
its own account, third party assets and property management, as
well as court appointment receivership, commercial loan workout
strategies and negotiation services to solve complex issues for
property owners and investors.
DealPoint Merrill, a subsidiary of The Merrill Group, is an owner
and operator of “value added” retail conversions and build to suit
properties, student housing, self-storage and non-performing
notes, as well as a sponsor of real estate investment offerings.
We invite you to learn more about us. Please visit our website at:
www.dealpointmerrill.com.
Record Performance
DealPoint Merrill has an experienced and seasoned management
team. The senior management team and shareholders of the
Company have collectively acquired, refinanced and sold major
real estate assets across the United States in transactions totaling
over $5 billion, inclusive of the development and redevelopment.
Mission statement: “Exceeding Our Client’s Expectations for Service and Performance”
“Our mission is to provide service and performance beyond our client’s expectations by creating real estate
investment strategies delivered with the highest standards of excellence and integrity. We meet these
expectations by creating and implementing client-focused real estate investment strategies, staying centered
on what we know and understand, while maintaining ethical standards in our business practices.”
DEALPOINT MERRILL COMPANY PROFILE
-2-
From Intuition to Execution
Our investment philosophy is rooted in acquiring
value added properties at prices below replacement
value, thereby creating an immediate margin of safety
for our clients. We then add value by adaptive reuse
or repositioning of each property we acquire. Adaptive
reuse includes modifying tenant mix, redevelopment
of the exteriors to include modernization of the facade,
new development of well-located out parcel tenants
and so forth. We sell our properties, once we stabilize
operating performance, and when market conditions
make sense.
“With taxation in mind, our exit strategy is keenly
focusedonkeepingwhatwehavemade. Consequently,
we provide exit strategies designed to protect our
investor’s hard won profits.”
~Sterling McGregor
Chief Investment Officer
- Strategic Investments
Our goal is not only to outperform in good markets,
but more importantly, to provide investment strategies
that protect our investors during economic downturns
as more fully described below:
- Cautious Entrepreneurs
We are not only cautious and entrepreneurial investors
focused on our market niche, but we also stay focused
on what we know and understand, while maintaining
the highest ethical standards in our business practices.
-We are Cautious Contrarian Investors
•	 Niche investors with focused experience
•	 We buy direct from institutions and/or 		
	 “off market” or “closely held” offerings
•	 Exploit market misalignments
•	 Out of favor sectors or markets
•	 Poorly managed properties
•	 Distressed sellers
- Control Risk
We control risk by meticulous due diligence and
purchase assets priced well below replacement cost
in sub markets that feature strong amenities, central
locations and sturdy infrastructure. We also look to
exploit market misalignments and quickly acquire
and restore to profitability poorly managed properties
in the hands of distressed or time-constrained sellers.
- We look for ways to Control Risk in 		
	 Every Aspect of our Business
•	 Acquire assets supported by neighborhood 		
	 amenities and infrastructure
•	 Seek to acquire off market properties from 		
	 institutional sellers
•	 Purchase assets below replacement cost
•	 Acquire multi-tenant properties only
•	 Deploy meticulous research and due diligence
- Hands On
As the manager of our capital, we have owned and
operated properties over the years using our own
internally-generated profits to contribute to our long
term growth. One of the key ingredients sustaining
our long-term growth and consistent financial
performance has been strict adherence to maintaining
quality in every area of our operation, coupled with
“lean operations” and staying within our area of
expertise.
MANAGEMENT PHILOSOPHY
-3-
- Add Value
Our properties are internally managed to maximize
performance, where value is created by the continuous
cycle of tenant recruitment, building renovation and
tenant repositioning. Assets are sold when profitable.
- We only acquire properties where we can add
value and implement an optimal exit strategy
•	 Create value by lease-up, renovation, repositioning	
tenancy and vigilant management
•	 Strong internal “day to day” asset management 			
by company principals
•	 Properties are internally managed for maximum			
performance
•	 Disciplined to sell when we can make a profit
Founders Approach
Management Team
• Entrepreneurial culture of achievement	
and communication
•	 Highly cohesive management team tempered			
with disciplined lean operations
•	 Common sense application of complex			
solutions
- Reporting Transparency
We provide investors with timely and transparent
financial reporting within a public reporting format
designed to meet both entrepreneurial and institutional
requirements.
-We seek to create an alignment of Investor
Interests
•	 Company principals are also investors
•	 Audited Financials
•	 Full Reporting Transparency
•	 Use third party transfer agent and investor			
services
•	 Real time web based online financial reporting
MANAGEMENT PHILOSOPHY
-4-
We understand the financial and reporting needs of investors who
have charged us with managing complex real estate assets and strive to
provide the highest level of professional service and client fidelity.
Redevelopment and Adaptive Reuse
Business Model
•	 Is more conservative than development; eliminates 	
	 construction and other types of discovery risks 	
•	 Provides access to locations with high visibility 		
	 that can be bought at deeply discounted prices
	 substantially below the cost of new construction
•	 Provides stable cash flows upon property 		
	 stabilization
•	 We focus on proven market concepts that will 		
	 provide economic stability in both strong 		
	 and weak economic markets
Investment Strategies
•	 Use of leverage to enhance returns
•	 Refinance when feasible to return 100% of 		
	 investor capital and enjoy long term cash flow
•	 Three (3) to five (5) year typical holding period, 	
	 but may invest for shorter or longer periods 		
	 depending upon market conditions
•	 Provide geographic diversification where 		
	 possible
•	 Lease and market aggressively;
	 control and lower operating expenses
DealPoint works diligently to increase cash flow by
tightly controlling operating and redevelopment
expenses, aggressive use of our proprietary marketing
and branding platform, and securing attractive
financing to generate the best cash flow. Lastly, we
dispose of properties when market conditions are
compelling.
Investment Objectives
Our Investment objectives with each asset we acquire
include the following: (i) preserve capital investment;
(ii) realize income and capital appreciation through
a combination of building or new space renovation,
lease up of vacancy, tenant repositioning and strong
management; (iii) making quarterly distributions
until stabilization; (iv) achieve targeted annual rate
of returns in the range of 15% to 30%; (v) provide a
partially sheltered cash on cash return; and (vi)
seek to reduce our cost basis through the sale or
redevelopment of excess land.
At a Glance: Adaptive reuse
and redevelopment investment
strategies
Our adaptive reuse and redevelopment investment
objectives require projects where we can: 1) quickly
maximize values; 2) generate superior cash on cash
returns; 3) provide for prompt return of capital
through refinance; 4) create relatively short holding
periods of three to five years; 5) provide for minimal
development risk and quick market entry.
Targeted Property Types
With our first priority being capital preservation, our
investment strategy is focused on investments that can
offer near term security through stabilized income.
On a risk-adjusted basis, we prefer apartments, multi-
tenant retail and self-storage properties. We look for
properties located in suppply-contained markets on
an opportunistic basis as discussed below:
Self Storage: Adaptive Reuse of Big Box Properties.
Adaptive reuse of well-located corporate
manufacturing, distribution warehouses and vacant
"big box" anchored retail properties which can be
acquired at a deep discount to replacement cost, then
redevelopedintoclimatecontrolledself-storage"super
centers" augmented by onsite business amenities and
retail tenancy.
BUSINESS MODEL
-5-
Targeted Property Types (continued)
Multi-Tenant Retail: Value Added Renovation and
Addition of Bank Pads. Value-added or adaptive
reuse of grocery or shadow anchored multi-tenant
shipping centers with vacancy, excess land, poor
tenant mix or other value added components on an
opportunistic basis. Value must be quickly realized
though redevelopment to include new facades and
landscaping features, new anchor and in-line tenants,
addition of investment grade tenancy on excess land,
coupled with aggressive leasing and marketing.
Student Housing: Redevelopment and Value Added
Renovation. Our value added student housing
business seeks to acquire well located student housing
projects within walking distance to the university, and
with below market rents that will benefit from value
added cosmetic and construction upgrades and the
introduction of high end amenities.
Multi-Family: Redevelopment and Cap Rate
Arbitrage. This strategy includes new construction of
multi-family housing, or refurbishing older properties
with vacancy in supply constrained markets on an
opportunisticbasisthatwillprovidestrongincremental
arbitrage returns from refurbishment and upgrades.
Medical Office: Adaptive Reuse of Hospitals. Our
adaptive reuse of well-located vacant hospital
properties capitalizes on rebranding refurbished
hospital assets into "medical malls" anchored by large
floor plate niche medical and surgical tenancy requiring
specialized hospital type amenities and services, as
well as a campus setting within a central business
district milieu. The balance of the space is then leased
to smaller medical groups.
BUSINESS MODEL
-6-
Sterling McGregor,
President,
Chief Investment officer
As President and Chief Investment
Officer, Mr. McGregor is responsible
for acquisitions and operations
to include formulation of offering
structures and products. Mr. McGregor has over 20
years of commercial real estate experience and capital
markets experience. Over the past decade, he has
acquired and financed 20+ million SF of commercial
and multi-family properties with values in excess
of $2.5 billion in structured real estate securities
transactions.
Mr. McGregor was previously the President and
Managing Director for a regional Texas based self-
storage redeveloper and storage operator of about
4,000 units. Previously, he was a founding shareholder
and Chief Operating/Investment Officer of CORE
Realty Holdings, a national real estate sponsor, with
responsibilities for acquisitions, financing, asset and
property management where he acquired $1.2 billion
in real estate investments to include redevelopment of
over 6,000 multi-family units. Mr. McGregor was also
the Chief Operating/Investment Officer for several
prominent national real estate sponsors to include a
founding shareholder of a national real estate securities
sponsor and successor in interest to Grubb and Ellis
where he served on the board of directors for several
of the company sponsored public REIT’s. Prior to his
experience in the real estate securities industry, he was
responsible for the management of several institutional
quality portfolios with values in excess of $5 billion
for Wells Fargo Bank, in addition to due diligence,
financing and acquisitions for Cal Fed Syndications, a
$1 billion publicly-traded NYSE-listed REIT.
Mr. McGregor is a licensed 22, 63 and 7 Securities
Representative, a California Real Estate Broker and a
Certified General Appraiser (inactive) with a Bachelor’s
Degree in Business Management and Finance.
The Company and its construction and development affiliates are managed by a long term
seasoned cohesive team of real estate and investment professionals, with expertise in deal
structure, finance, acquisition and management.
Michael S. Gustafson
President
Sperry Van Ness/DealPoint
Merrill Equities
As President for the firm, Mr. Gustafson
is responsible for arranging debt and
equity transactions for joint venture acquisitions and
1031 exchanges for Sperry Van Ness Advisor’s and their
clients portfolio. With over 25 years of commercial
real estate experience in underwriting, financing,
and development background, Michael directs all of
DealPoint Merrill Equities transactions.
Mr. Gustafson has been a Co-Managing Director at
Sperry Van Ness/Renaissance Commercial in Irvine,
California. Prior to joining Sperry Van Ness, Michael
served as the President of VP Commercial, LLC in
Scottsdale, Arizona, which specialized in the acquisition
and development of award winning retail, office and
industrial properties. The firm’s portfolio grew in excess
of $250 million square feet while being recognized as
the top development company from 2008-2010. As the
co-founder of “Vision Offices”, Mr. Gustafson directed
office solutions for the Scottsdale based executive suite
provider. He was responsible for the profitability,
operations and staffing while providing the direction
of its growth in the marketplace. While Mr. Gustafson
worked to grow the Vision concept, his properties
were recognized as the “Business Center of the year”
four years in a row. His role as the Vice President
for Daniel Fox and Associates, a national property
condition assessment firm and as Hotel Director for
Johnes Development, a prominent Phoenix developer
contributed to the $300 million Scottsdale Princess
Hotel (now known as the Fairmont Princess) project.
Michael, who graduated from Arizona State University
with a BS in Management, has a California and Arizona
real estate license, and is a member of NAIOP and
ICSC. He is recognized as a supporter of various local
charitable organizations and has co-chaired several
charitable events which include the annual Susan G.
Komen Pink Tie Ball in Orange County, and provides
support to St. Jude’s Children’s Research Hospital.
EXECUTIVE PROFILES
-7-
EXECUTIVE PROFILES
-8-
Mark Yadisernia
Director
Capital Markets
As the Director of Capital Markets, Mark
is responsible for raising equity and se-
curing co-investors for the Company’s
projects, which include individual co-investment prop-
erties, structured portfolios of CRE assets, and Fund
offerings. He works directly with capital markets, bro-
ker dealers, financial institutions, and the commercial
real estate brokerage community.
Mark began his career in the real estate industry in
1985 while attending College, and has over 20 years
of experience in the commercial real estate industry
working in the areas of multi-family, retail, self-storage,
office, and mixed use properties. As a developer and
broker of commercial real estate assets, Mark has vast
experience utilizing multiple property types allowing
Mark to match his clientele to projects that enhance
investment yields.
Mark has been a Senior Advisor with Sperry Van
Ness Commercial Real Estate Brokerage, a member
of Sperry Van Ness National Self Storage team, a
member of the National Self Storage Association
and the Massachusetts and California Self Storage
Associations.
Born and raised in the suburbs of Boston, Mark
graduated from Babson College with a major in
Marketing. Mark loves to play golf, enjoys great food,
red wine, boating, hiking, and sharing his life with his
wife and daughter.
Tony Ramsey
Managing Partner
As Managing Partner, Tony directs all
aspects of capital origination, investor
reports and member selling group
compliance, as well as the formulation
of new investment products and strategies for internet
based securities campaigns and distribution.
Mr. Ramsey’s previous experience involved securing
funds for multiple real estate ventures, with an
emphasis on distressed residential properties. His
responsibilities included asset acquisitions, capital
raising and day-to-day fund oversight. Since 2009,
he personally acquired and resolved more than 900
non-performing residential loans.
Mr. Ramsey was also the founder of Whitmont
Legal Technologies, a company providing litigation
support through documentation, data services and
e-commerce technology to major corporations
and law firms. Under Mr. Ramsey’s direction, the
company grew to over 400 employees with annual
sales of $40,000,000 before he sold the company in
2007 for $37 million.
EXECUTIVE PROFILES
Howard Rosen
Capital Markets
Mr. Rosen, as a senior associate of the
Capital Markets division of DealPoint
Merrill, he started his career in the
asset based lending sector in 1988 while
designing a sales and marketing platform for the
lender, growing the companies’ profits significantly
over a period of several years.
In 1990, Mr. Rosen worked for a large land developer
in the Las Vegas valley securing large commercial
real estate transactions and sought capital, (i.e. debt,
equity, joint ventures, and mezzanine capital) for
those transactions.
In2002,Mr.Rosenstartedhisownmarketingcompany,
introducing capital providers to qualified developers
and in his career has closed over $400,000,000 in loans.
Mr. Rosen has managed several marketing firms for
financial institutions specializing in take outs and
refinancing, created a lead generation company to
provide leads to financial institutions, and secured
private equity groups for commercial construction
projects.
Mr.RosenisanactivememberoftheMortgageBankers
Association, and has a background in accounting,
business and marketing from Montgomery College in
Philadelphia.
-9-
Mark Mimms
Managing Director
Sperry Van Ness/DealPoint
Merrill Properties Corp.
Serving as Managing Director and
Investment Property Specialist for
Sperry Van Ness International in the Fresno market,
Mark Mimms brings over 35 years of experience to
the Sperry Van Ness Team. Mimms has closed over $1
billion in properties, and serves as an expert in the large
projects division. Mimms entered the commercial real
estate business in 1977 and served as president and
owner of his own commercial real estate brokerage
company until he joined Sperry Van Ness in the year
2000.
A veteran in the industry, Mimms has been involved
in a variety of large transactions in many jurisdictions
including the sale of apartment buildings, industrial
buildings, office buildings, retail buildings, motels and
land throughout the State of California. Mark's clients'
investment needs and desires have taken him to areas
outside of the Fresno marketplace. Mimms has closed
projects in Los Angeles, Beverly Hills, Hollywood,
and Sacramento, California, Baton Rouge, Louisiana,
Lugoff, South Carolina, Charlotte, North Carolina,
Dayton, Ohio, in Detroit and most recently, Grand
Rapids, Michigan.
Mark has formed the "Mimms Team". With this Team
we can provide complete commercial real estate
services to our clients.
Mimms is an active member of Christian Business
Men's Committee and has lived in the Fresno area
for many years. He has been married for 38 years
to Karen and they have two boys, Mark II, and Jon.
In his spare time Mark enjoys golfing, motorcycles,
weightlifting, and spending time with his family.
Mimms received his Bachelor's degree in Criminology
and Law Enforcement and a minor in real estate from
Fresno State University.
EXECUTIVE PROFILES
-10-
Jason Limbert
Acquisitions
Mr. Limbert is responsible for
acquisitions, actively engaged and
personally vested in the purchase and
sale of a broad variety of real estate,
including affordable housing and land development
transactions with a purchase asset value exceeding
$100 million.
Jason’s real estate experience working with owners,
developers and banks has given him extensive
knowledge in every aspect of the deal, from meeting
with neighborhood council and city officials to his
involvement in entitlement, assemblage, setting up
investors, banks and tax credit investment channels.
Jason has a construction background in ground-up
and redevelopment. His projects have also included
the redevelopment (on-hold) of the Sherman Way
Corridor, and a project sold to TSD Development in
which Jason was responsible for entitling a 300-unit
affordable apartment complex and flipping it to CIM.
Mostrecently,JasonassembledtheLugo,anaffordable
250-unit apartment complex in San Bernardino,
California, developed by Meta Housing.
Jason is an 8 year Veteran of the United States Coast
Guard and Air Force, served in the Persian Gulf War,
has a Bachelor’s degree in Marketing from Portland
State University, is active in the music industry and is
a youth basketball coach.
Richard Dooling
Project Operations
Mr. Dooling oversees the Company’s
commercial development projects,
which includes retail shopping centers
and adaptive reuse developments and
leasing.
His background in management and leasing was
cultivated and refined during his tenure as Director
ofAssetServicesatCBRichardEllis. Inthiscapacity,
he directed a team of real estate professionals and
guided the management and leasing of a portfolio
consisting of office, retail and industrial properties
with a combined value of over $700 million. As
Senior Vice President of Development at DealPoint’s
affiliate company, The Merrill Group of Companies,
his primary responsibilities focused on ground-up
development of “big box” retail projects, including
Wal-Mart and Lowe’s shopping centers though-out
the western region. His role also included areas of
site identification, acquisition, entitlement, design,
construction and leasing as well as working with
governmental agencies and entities, civil engineers,
architects, contractors and major tenants.
Mr. Dooling graduated from California State
University, Northridge with a Bachelor of Science
Degree in Business Administration, specializing
in quantitative and qualitative analysis. He is a
seasoned aviator and enjoys many diverse and
interesting hobbies.
EXECUTIVE PROFILES
EXECUTIVE PROFILES
-11-
EXECUTIVE PROFILESEXECUTIVE PROFILES
Julie A. Zimmerman
Corporate Legal
Counsel
Ms. Zimmerman, in-house corporate
legal counsel, handles all real estate
matters for DealPoint Merrill.
Julie has a background in contract law. From 2006-
2010, Julie was a partner in a law firm in Southern
California, providing legal services to Fortune 500
companies and multi-national insurance brokerage
firms. From 2000-2006, she worked as a Senior
Associate in the Global Litigation Department for
Howrey, LLP in Los Angeles, California, and in 1995-
2000, Ms. Zimmerman worked for Troop Steuber
Pasich Reddick & Tobey, LLC, in Los Angeles,
California, as an Associate in its litigation department.
Julie graduated from George Washington University
Law Center in Washington, DC, a J.D. with Honors,
and is a Member of the State Bar of California and
Los Angeles County Bar Association. She has a B.A.
cum laude in History and Political Science from the
University of California at Los Angeles, and is a world
traveler and avid hiker.
Terri Levy
Project Coordinator
Ms. Levy is responsible as the project
coordinator and closing officer, for
overseeing real estate acquisitions,
project deadlines, loan coordination
with lenders, due diligence with sellers, and the
coordination of tenants in common interests. With
over 38 years in the “Escrow” industry, Terri brings her
experience as a Senior Escrow Officer to the Company.
Terri began her career with Western Title Insurance
CompanyinDavis,California,andafterrelocatingtoLos
Angeles she positioned herself to become an “Escrow”
Officer. She has managed and closed high liability
escrows for commercial, retail, multi-residential,
industrial and residential properties, and 1031 tax
deferred exchange and short-sale transactions, vacant
land, refinance and loan escrows. In 1979, coordinating
closings by concurrent recording, her most challenging
escrow was a purchase of 101 commercial properties
that closed by concurrent recordings in 15 counties in
California.
Ms.LevywasVicePresident/Managerofan“Exchange”
Escrow Company that she helped launch in 1987, which
serviced multiple property trade exchanges between
principals, before “accommodator” companies were
relied upon for use.
Herclienteleportfoliohasconsistedofbusinessentities,
investors, developers, real estate brokers/agents,
attorneys, principals, business managers, accountants,
financial institutions and property management firms.
Terri obtained a Bachelor of Arts degree from the
University of California at Davis. She has been certified
by the Escrow Agents Fidelity Corporation during her
career, and has been a member of the National Notary
Association. She enjoys Yoga, hiking and bike riding,
is a loyal UCLA Bruin fan, and derives much pleasure
from her other hobbies and interests. Ms. Levy is
a supporter of various charitable and philanthropic
organizations.
EXECUTIVE PROFILES
-12-
Danielle Watson
Director of Communications
Danielle is a seasoned communications
professional, with more than 25 years
of experience in the public relations,
publishing and broadcast fields, and
specializes in digital communication, lead generation
and content development.
Danielle has been the Director of Communications
at the Company since 2006, and engages in the
development and execution of external and internal
communications. She is responsible for developing
communication strategies that help advance the
Company’s efforts through the sharing of effective
ideas and practices. These strategies include
writing and research, proposals, presentations,
Web marketing, social media, media outreach and
commercial real estate networking groups. She works
jointly with all of the Company’s departments to
ensure that communication strategies, messages and
presentations are aligned with business objectives.
Prior to her communications work, Danielle worked in
the arts, media and publishing fields. Her experience
included positions as a graphic arts manager at the
Venetian Resort Hotel, marketing director for a law
firm, editor for “Today in Las Vegas Magazine”, and
public relations at Kilohana Broadcasting in Honolulu,
Hawaii.
Danielle is a supporter of Nevada’s “Opportunity
Village” for children with disabilities, has been
involved in a variety of local senior charity events, and
is a jewelry designer and local artist.
Dick Mason
Director
Construction
Dick Mason has over 40 years of ex-
perience as a Contractor and Project
Manager, and is DealPoint Merrill’s
Director of Construction and Vendor
Acquisitions for development projects nationwide.
Dick owned and operated a commercial construction
firm from 1979 until 2006, primarily involved in
commercial, large retail, light industrial, and hi-
rise condominiums. Projects included a 1,600,000
SF Ross Retail Stores Distribution Center in Perris,
California, a steel foundry for East Jordan Iron Works
in Ardmore, Oklahoma, and the Endeavour 30-story
luxury condominium building in Clear Lake, Texas.
In recent years, Mr. Mason has been involved in the
redevelopment of real estate.
Dick owns and operates a ranch in central Texas and
has been involved with showing horses for 30 years.
Dick is a Vietnam War Veteran with 2 tours of duty in
Southeast Asia.

Más contenido relacionado

La actualidad más candente

Ec Corporate Presentation
Ec Corporate PresentationEc Corporate Presentation
Ec Corporate Presentation
Ali Al Omari
 
Roux_Capital_Brochure
Roux_Capital_BrochureRoux_Capital_Brochure
Roux_Capital_Brochure
Francois Roux
 
The Process of Portfolio Management
The Process of Portfolio ManagementThe Process of Portfolio Management
The Process of Portfolio Management
Hitesh Kukreja
 
Takecareinvestmentcare may2010
Takecareinvestmentcare may2010Takecareinvestmentcare may2010
Takecareinvestmentcare may2010
Takecarehelp
 
Exit strategy planning educational linkedin
Exit strategy planning educational linkedinExit strategy planning educational linkedin
Exit strategy planning educational linkedin
denismbrown
 
Private Client Presentation
Private Client PresentationPrivate Client Presentation
Private Client Presentation
gibassetmgmt
 
Exit strategy planning educational linkedin
Exit strategy planning educational linkedinExit strategy planning educational linkedin
Exit strategy planning educational linkedin
denismbrown
 
Altavista BROCHURE booklet May2014
Altavista BROCHURE booklet May2014Altavista BROCHURE booklet May2014
Altavista BROCHURE booklet May2014
Kyle Boyd
 
Investment Strategy
Investment StrategyInvestment Strategy
Investment Strategy
drsues02
 

La actualidad más candente (20)

Ec Corporate Presentation
Ec Corporate PresentationEc Corporate Presentation
Ec Corporate Presentation
 
Roux_Capital_Brochure
Roux_Capital_BrochureRoux_Capital_Brochure
Roux_Capital_Brochure
 
The Process of Portfolio Management
The Process of Portfolio ManagementThe Process of Portfolio Management
The Process of Portfolio Management
 
Ba4 basic finance ppt1-2
Ba4   basic  finance ppt1-2Ba4   basic  finance ppt1-2
Ba4 basic finance ppt1-2
 
L&S Advisors Overview
L&S Advisors OverviewL&S Advisors Overview
L&S Advisors Overview
 
Valuation of early stage companies
Valuation of early stage companiesValuation of early stage companies
Valuation of early stage companies
 
KSLCorporateProfile201516
KSLCorporateProfile201516KSLCorporateProfile201516
KSLCorporateProfile201516
 
CBC Services September 2012
CBC Services September 2012CBC Services September 2012
CBC Services September 2012
 
Pdf invest care
Pdf invest carePdf invest care
Pdf invest care
 
Takecareinvestmentcare may2010
Takecareinvestmentcare may2010Takecareinvestmentcare may2010
Takecareinvestmentcare may2010
 
PWM Overview of Service
PWM Overview of ServicePWM Overview of Service
PWM Overview of Service
 
Exit strategy planning educational linkedin
Exit strategy planning educational linkedinExit strategy planning educational linkedin
Exit strategy planning educational linkedin
 
Managing A Hedge Fund: Marketing To Investors & Raising Capital
Managing A Hedge Fund: Marketing To Investors & Raising CapitalManaging A Hedge Fund: Marketing To Investors & Raising Capital
Managing A Hedge Fund: Marketing To Investors & Raising Capital
 
Private Client Presentation
Private Client PresentationPrivate Client Presentation
Private Client Presentation
 
Exit strategy planning educational linkedin
Exit strategy planning educational linkedinExit strategy planning educational linkedin
Exit strategy planning educational linkedin
 
Altavista BROCHURE booklet May2014
Altavista BROCHURE booklet May2014Altavista BROCHURE booklet May2014
Altavista BROCHURE booklet May2014
 
Price workshop day one
Price workshop day one Price workshop day one
Price workshop day one
 
Hartswell Capital Reviews
Hartswell Capital ReviewsHartswell Capital Reviews
Hartswell Capital Reviews
 
ASCENTOR Business Advisors Romania - company presentation
ASCENTOR Business Advisors Romania - company presentationASCENTOR Business Advisors Romania - company presentation
ASCENTOR Business Advisors Romania - company presentation
 
Investment Strategy
Investment StrategyInvestment Strategy
Investment Strategy
 

Similar a DealPoint Merrill Company Profile 2014

Bethesda Pitchbook PDF 2017
Bethesda Pitchbook PDF 2017Bethesda Pitchbook PDF 2017
Bethesda Pitchbook PDF 2017
Courtney Smith
 
MFI- Business Brochure
MFI- Business BrochureMFI- Business Brochure
MFI- Business Brochure
Karen Weber
 
Investor presentation final (2)
Investor presentation final (2)Investor presentation final (2)
Investor presentation final (2)
Darren Berry
 
Investor presentation final (2)
Investor presentation final (2)Investor presentation final (2)
Investor presentation final (2)
Darren Berry
 

Similar a DealPoint Merrill Company Profile 2014 (20)

Investor Presentation - TPCM 9% Convertible Note(s)
Investor Presentation - TPCM 9% Convertible Note(s)Investor Presentation - TPCM 9% Convertible Note(s)
Investor Presentation - TPCM 9% Convertible Note(s)
 
WRC Corporate Brochure 7-22 REDUCED.pdf
WRC Corporate Brochure 7-22 REDUCED.pdfWRC Corporate Brochure 7-22 REDUCED.pdf
WRC Corporate Brochure 7-22 REDUCED.pdf
 
WRC Corporate Brochure 7-22.pdf
WRC Corporate Brochure 7-22.pdfWRC Corporate Brochure 7-22.pdf
WRC Corporate Brochure 7-22.pdf
 
Offering memo 1
Offering memo 1Offering memo 1
Offering memo 1
 
Bethesda Pitchbook PDF 2017
Bethesda Pitchbook PDF 2017Bethesda Pitchbook PDF 2017
Bethesda Pitchbook PDF 2017
 
Bethesda Pitchbook PDF 2017
Bethesda Pitchbook PDF 2017Bethesda Pitchbook PDF 2017
Bethesda Pitchbook PDF 2017
 
Bethesda Pitchbook PDF 2017
Bethesda Pitchbook PDF 2017Bethesda Pitchbook PDF 2017
Bethesda Pitchbook PDF 2017
 
Bethesda Pitchbook PDF 2017
Bethesda Pitchbook PDF 2017Bethesda Pitchbook PDF 2017
Bethesda Pitchbook PDF 2017
 
Eric fleury vmd brochure ang
Eric fleury vmd brochure angEric fleury vmd brochure ang
Eric fleury vmd brochure ang
 
Introduction to WSD Capital Management
Introduction to WSD Capital ManagementIntroduction to WSD Capital Management
Introduction to WSD Capital Management
 
MFI- Business Brochure
MFI- Business BrochureMFI- Business Brochure
MFI- Business Brochure
 
OPISAS Company Profile ENG
OPISAS Company Profile ENGOPISAS Company Profile ENG
OPISAS Company Profile ENG
 
Investor presentation final (2)
Investor presentation final (2)Investor presentation final (2)
Investor presentation final (2)
 
Investor presentation final (2)
Investor presentation final (2)Investor presentation final (2)
Investor presentation final (2)
 
Investor Presentation
Investor Presentation Investor Presentation
Investor Presentation
 
401K? - Check. IRA? - Check. Managed Account? - WHAT ???
401K? - Check.  IRA? - Check.  Managed Account? - WHAT ???401K? - Check.  IRA? - Check.  Managed Account? - WHAT ???
401K? - Check. IRA? - Check. Managed Account? - WHAT ???
 
Our Mission
Our MissionOur Mission
Our Mission
 
Core Seminar
Core SeminarCore Seminar
Core Seminar
 
Core Seminar
Core SeminarCore Seminar
Core Seminar
 
sample slides
sample slidessample slides
sample slides
 

Último

Cheap Rate ✨➥9582086666▻✨Call Girls In Gurgaon Sector 1 (Gurgaon)
Cheap Rate ✨➥9582086666▻✨Call Girls In Gurgaon Sector 1 (Gurgaon)Cheap Rate ✨➥9582086666▻✨Call Girls In Gurgaon Sector 1 (Gurgaon)
Cheap Rate ✨➥9582086666▻✨Call Girls In Gurgaon Sector 1 (Gurgaon)
delhi24hrs1
 
Call girls In Rana Pratap Bagh {Delhi ↫8447779280↬Escort Service (Delhi)
Call girls In Rana Pratap Bagh {Delhi ↫8447779280↬Escort Service (Delhi)Call girls In Rana Pratap Bagh {Delhi ↫8447779280↬Escort Service (Delhi)
Call girls In Rana Pratap Bagh {Delhi ↫8447779280↬Escort Service (Delhi)
asmaqueen5
 
~Call Girls In Roop Nagar {8447779280}(Low Price) Escort Service In Delhi
~Call Girls In Roop Nagar {8447779280}(Low Price) Escort Service In Delhi~Call Girls In Roop Nagar {8447779280}(Low Price) Escort Service In Delhi
~Call Girls In Roop Nagar {8447779280}(Low Price) Escort Service In Delhi
asmaqueen5
 
Cheap Rate ✨➥9711108085▻✨Call Girls In Connaught Place (Delhi)
Cheap Rate ✨➥9711108085▻✨Call Girls In Connaught Place (Delhi)Cheap Rate ✨➥9711108085▻✨Call Girls In Connaught Place (Delhi)
Cheap Rate ✨➥9711108085▻✨Call Girls In Connaught Place (Delhi)
delhi24hrs1
 
Low Rate ✨➥9711108085▻✨Call Girls In East Of Kailash (E.K) (Delhi)
Low Rate ✨➥9711108085▻✨Call Girls In East Of Kailash (E.K) (Delhi)Low Rate ✨➥9711108085▻✨Call Girls In East Of Kailash (E.K) (Delhi)
Low Rate ✨➥9711108085▻✨Call Girls In East Of Kailash (E.K) (Delhi)
delhi24hrs1
 
BPTP THE AMAARIO For The Royals Of Tomorrow in Sector 37D Gurgaon Dwarka Expr...
BPTP THE AMAARIO For The Royals Of Tomorrow in Sector 37D Gurgaon Dwarka Expr...BPTP THE AMAARIO For The Royals Of Tomorrow in Sector 37D Gurgaon Dwarka Expr...
BPTP THE AMAARIO For The Royals Of Tomorrow in Sector 37D Gurgaon Dwarka Expr...
ApartmentWala1
 
Acibadem Konaklari Uskudar - Listin Turkey
Acibadem Konaklari Uskudar - Listin TurkeyAcibadem Konaklari Uskudar - Listin Turkey
Acibadem Konaklari Uskudar - Listin Turkey
Listing Turkey
 
Low Density Living New Project in BPTP THE AMAARIO Sector 37D Gurgaon Haryana...
Low Density Living New Project in BPTP THE AMAARIO Sector 37D Gurgaon Haryana...Low Density Living New Project in BPTP THE AMAARIO Sector 37D Gurgaon Haryana...
Low Density Living New Project in BPTP THE AMAARIO Sector 37D Gurgaon Haryana...
ApartmentWala1
 

Último (20)

Eldeco Dwarka Project In Delhi-brochure.pdf.pdf
Eldeco Dwarka Project In Delhi-brochure.pdf.pdfEldeco Dwarka Project In Delhi-brochure.pdf.pdf
Eldeco Dwarka Project In Delhi-brochure.pdf.pdf
 
Cheap Rate ✨➥9582086666▻✨Call Girls In Gurgaon Sector 1 (Gurgaon)
Cheap Rate ✨➥9582086666▻✨Call Girls In Gurgaon Sector 1 (Gurgaon)Cheap Rate ✨➥9582086666▻✨Call Girls In Gurgaon Sector 1 (Gurgaon)
Cheap Rate ✨➥9582086666▻✨Call Girls In Gurgaon Sector 1 (Gurgaon)
 
Jaipur Escorts 🥰 8617370543 Call Girls Offer VIP Hot Girls
Jaipur Escorts 🥰 8617370543 Call Girls Offer VIP Hot GirlsJaipur Escorts 🥰 8617370543 Call Girls Offer VIP Hot Girls
Jaipur Escorts 🥰 8617370543 Call Girls Offer VIP Hot Girls
 
Nyati Elite NIBM Road Pune E Brochure.pdf
Nyati Elite NIBM Road Pune E Brochure.pdfNyati Elite NIBM Road Pune E Brochure.pdf
Nyati Elite NIBM Road Pune E Brochure.pdf
 
Retail Space for Lease - 1221 W. Main St., Sun Prairie, WI
Retail Space for Lease - 1221 W. Main St., Sun Prairie, WIRetail Space for Lease - 1221 W. Main St., Sun Prairie, WI
Retail Space for Lease - 1221 W. Main St., Sun Prairie, WI
 
Ganga Platinum Kharadi Pune brochure.pdf
Ganga Platinum Kharadi Pune brochure.pdfGanga Platinum Kharadi Pune brochure.pdf
Ganga Platinum Kharadi Pune brochure.pdf
 
Call girls In Rana Pratap Bagh {Delhi ↫8447779280↬Escort Service (Delhi)
Call girls In Rana Pratap Bagh {Delhi ↫8447779280↬Escort Service (Delhi)Call girls In Rana Pratap Bagh {Delhi ↫8447779280↬Escort Service (Delhi)
Call girls In Rana Pratap Bagh {Delhi ↫8447779280↬Escort Service (Delhi)
 
~Call Girls In Roop Nagar {8447779280}(Low Price) Escort Service In Delhi
~Call Girls In Roop Nagar {8447779280}(Low Price) Escort Service In Delhi~Call Girls In Roop Nagar {8447779280}(Low Price) Escort Service In Delhi
~Call Girls In Roop Nagar {8447779280}(Low Price) Escort Service In Delhi
 
Cheap Rate ✨➥9711108085▻✨Call Girls In Connaught Place (Delhi)
Cheap Rate ✨➥9711108085▻✨Call Girls In Connaught Place (Delhi)Cheap Rate ✨➥9711108085▻✨Call Girls In Connaught Place (Delhi)
Cheap Rate ✨➥9711108085▻✨Call Girls In Connaught Place (Delhi)
 
Low Rate ✨➥9711108085▻✨Call Girls In East Of Kailash (E.K) (Delhi)
Low Rate ✨➥9711108085▻✨Call Girls In East Of Kailash (E.K) (Delhi)Low Rate ✨➥9711108085▻✨Call Girls In East Of Kailash (E.K) (Delhi)
Low Rate ✨➥9711108085▻✨Call Girls In East Of Kailash (E.K) (Delhi)
 
BPTP THE AMAARIO For The Royals Of Tomorrow in Sector 37D Gurgaon Dwarka Expr...
BPTP THE AMAARIO For The Royals Of Tomorrow in Sector 37D Gurgaon Dwarka Expr...BPTP THE AMAARIO For The Royals Of Tomorrow in Sector 37D Gurgaon Dwarka Expr...
BPTP THE AMAARIO For The Royals Of Tomorrow in Sector 37D Gurgaon Dwarka Expr...
 
Real Estate Finance and Investments (2019).pdf
Real Estate Finance and Investments (2019).pdfReal Estate Finance and Investments (2019).pdf
Real Estate Finance and Investments (2019).pdf
 
Acibadem Konaklari Uskudar - Listin Turkey
Acibadem Konaklari Uskudar - Listin TurkeyAcibadem Konaklari Uskudar - Listin Turkey
Acibadem Konaklari Uskudar - Listin Turkey
 
Yashwin Enchante Uppar Kharadi Pune E-Brochue.pdf
Yashwin Enchante Uppar Kharadi Pune  E-Brochue.pdfYashwin Enchante Uppar Kharadi Pune  E-Brochue.pdf
Yashwin Enchante Uppar Kharadi Pune E-Brochue.pdf
 
Bridge & Elliot Ladner Floor Plans May 2024.pdf
Bridge & Elliot Ladner Floor Plans May 2024.pdfBridge & Elliot Ladner Floor Plans May 2024.pdf
Bridge & Elliot Ladner Floor Plans May 2024.pdf
 
Housing Price Regulation Thesis Defense by Slidesgo.pptx
Housing Price Regulation Thesis Defense by Slidesgo.pptxHousing Price Regulation Thesis Defense by Slidesgo.pptx
Housing Price Regulation Thesis Defense by Slidesgo.pptx
 
Kohinoor Teiko Hinjewadi Phase 2 Pune E-Brochure.pdf
Kohinoor Teiko Hinjewadi Phase 2 Pune  E-Brochure.pdfKohinoor Teiko Hinjewadi Phase 2 Pune  E-Brochure.pdf
Kohinoor Teiko Hinjewadi Phase 2 Pune E-Brochure.pdf
 
Low Density Living New Project in BPTP THE AMAARIO Sector 37D Gurgaon Haryana...
Low Density Living New Project in BPTP THE AMAARIO Sector 37D Gurgaon Haryana...Low Density Living New Project in BPTP THE AMAARIO Sector 37D Gurgaon Haryana...
Low Density Living New Project in BPTP THE AMAARIO Sector 37D Gurgaon Haryana...
 
Best Interior Design Services in Haldwani
Best Interior Design Services in HaldwaniBest Interior Design Services in Haldwani
Best Interior Design Services in Haldwani
 
Parksville 96 Surrey Floor Plans May 2024
Parksville 96 Surrey Floor Plans May 2024Parksville 96 Surrey Floor Plans May 2024
Parksville 96 Surrey Floor Plans May 2024
 

DealPoint Merrill Company Profile 2014

  • 1.
  • 2. WELCOME TO DEALPOINT MERRILL The Intersection of Capital and Opportunity At DealPoint Merrill, well-defined risk and asset management principles guide our investment strategies. We have the experience to identify market inefficiencies and to capitalize on sustainable, long-term growth investments, regardless of economic conditions. Our goal is not only to outperform in good markets, but more importantly, to protect our investors’ capital during economic downturns. We take this responsibility very seriously. We are proud of our history, the work of our investment team, and our firm’s commitment to high quality client service. We are thankful for the support and loyalty of our clients and partners. We invite you to learn more about us at www.DealPoint Merrill.com. “Time is money.” ~Benjamin Franklin -1-
  • 3. The Company We are a Regional Real Estate Development Company • Headquartered in Los Angeles, California • Privately held company • Owner and operator of valued added retail conversions, self-storage, non-performing notes and build to suit properties Highly Evolved Management Team, Operations and Accounting Infrastructure • 20+ year average tenure of senior management team • Highly disciplined internal systems controls and accounting infrastructure • Full reporting transparency and audited project financials Strong, Long-Term Track Record Over Many Investment Cycles • Value added and opportunistic investment philosophy • In-house redevelopment, construction and asset/property management capabilities Transforming Assets into Success Based in Los Angeles since 1985, The Merrill Group of Companies has established an enviable track record of success with a scope of operations encompassing development and construction for its own account, third party assets and property management, as well as court appointment receivership, commercial loan workout strategies and negotiation services to solve complex issues for property owners and investors. DealPoint Merrill, a subsidiary of The Merrill Group, is an owner and operator of “value added” retail conversions and build to suit properties, student housing, self-storage and non-performing notes, as well as a sponsor of real estate investment offerings. We invite you to learn more about us. Please visit our website at: www.dealpointmerrill.com. Record Performance DealPoint Merrill has an experienced and seasoned management team. The senior management team and shareholders of the Company have collectively acquired, refinanced and sold major real estate assets across the United States in transactions totaling over $5 billion, inclusive of the development and redevelopment. Mission statement: “Exceeding Our Client’s Expectations for Service and Performance” “Our mission is to provide service and performance beyond our client’s expectations by creating real estate investment strategies delivered with the highest standards of excellence and integrity. We meet these expectations by creating and implementing client-focused real estate investment strategies, staying centered on what we know and understand, while maintaining ethical standards in our business practices.” DEALPOINT MERRILL COMPANY PROFILE -2-
  • 4. From Intuition to Execution Our investment philosophy is rooted in acquiring value added properties at prices below replacement value, thereby creating an immediate margin of safety for our clients. We then add value by adaptive reuse or repositioning of each property we acquire. Adaptive reuse includes modifying tenant mix, redevelopment of the exteriors to include modernization of the facade, new development of well-located out parcel tenants and so forth. We sell our properties, once we stabilize operating performance, and when market conditions make sense. “With taxation in mind, our exit strategy is keenly focusedonkeepingwhatwehavemade. Consequently, we provide exit strategies designed to protect our investor’s hard won profits.” ~Sterling McGregor Chief Investment Officer - Strategic Investments Our goal is not only to outperform in good markets, but more importantly, to provide investment strategies that protect our investors during economic downturns as more fully described below: - Cautious Entrepreneurs We are not only cautious and entrepreneurial investors focused on our market niche, but we also stay focused on what we know and understand, while maintaining the highest ethical standards in our business practices. -We are Cautious Contrarian Investors • Niche investors with focused experience • We buy direct from institutions and/or “off market” or “closely held” offerings • Exploit market misalignments • Out of favor sectors or markets • Poorly managed properties • Distressed sellers - Control Risk We control risk by meticulous due diligence and purchase assets priced well below replacement cost in sub markets that feature strong amenities, central locations and sturdy infrastructure. We also look to exploit market misalignments and quickly acquire and restore to profitability poorly managed properties in the hands of distressed or time-constrained sellers. - We look for ways to Control Risk in Every Aspect of our Business • Acquire assets supported by neighborhood amenities and infrastructure • Seek to acquire off market properties from institutional sellers • Purchase assets below replacement cost • Acquire multi-tenant properties only • Deploy meticulous research and due diligence - Hands On As the manager of our capital, we have owned and operated properties over the years using our own internally-generated profits to contribute to our long term growth. One of the key ingredients sustaining our long-term growth and consistent financial performance has been strict adherence to maintaining quality in every area of our operation, coupled with “lean operations” and staying within our area of expertise. MANAGEMENT PHILOSOPHY -3-
  • 5. - Add Value Our properties are internally managed to maximize performance, where value is created by the continuous cycle of tenant recruitment, building renovation and tenant repositioning. Assets are sold when profitable. - We only acquire properties where we can add value and implement an optimal exit strategy • Create value by lease-up, renovation, repositioning tenancy and vigilant management • Strong internal “day to day” asset management by company principals • Properties are internally managed for maximum performance • Disciplined to sell when we can make a profit Founders Approach Management Team • Entrepreneurial culture of achievement and communication • Highly cohesive management team tempered with disciplined lean operations • Common sense application of complex solutions - Reporting Transparency We provide investors with timely and transparent financial reporting within a public reporting format designed to meet both entrepreneurial and institutional requirements. -We seek to create an alignment of Investor Interests • Company principals are also investors • Audited Financials • Full Reporting Transparency • Use third party transfer agent and investor services • Real time web based online financial reporting MANAGEMENT PHILOSOPHY -4- We understand the financial and reporting needs of investors who have charged us with managing complex real estate assets and strive to provide the highest level of professional service and client fidelity.
  • 6. Redevelopment and Adaptive Reuse Business Model • Is more conservative than development; eliminates construction and other types of discovery risks • Provides access to locations with high visibility that can be bought at deeply discounted prices substantially below the cost of new construction • Provides stable cash flows upon property stabilization • We focus on proven market concepts that will provide economic stability in both strong and weak economic markets Investment Strategies • Use of leverage to enhance returns • Refinance when feasible to return 100% of investor capital and enjoy long term cash flow • Three (3) to five (5) year typical holding period, but may invest for shorter or longer periods depending upon market conditions • Provide geographic diversification where possible • Lease and market aggressively; control and lower operating expenses DealPoint works diligently to increase cash flow by tightly controlling operating and redevelopment expenses, aggressive use of our proprietary marketing and branding platform, and securing attractive financing to generate the best cash flow. Lastly, we dispose of properties when market conditions are compelling. Investment Objectives Our Investment objectives with each asset we acquire include the following: (i) preserve capital investment; (ii) realize income and capital appreciation through a combination of building or new space renovation, lease up of vacancy, tenant repositioning and strong management; (iii) making quarterly distributions until stabilization; (iv) achieve targeted annual rate of returns in the range of 15% to 30%; (v) provide a partially sheltered cash on cash return; and (vi) seek to reduce our cost basis through the sale or redevelopment of excess land. At a Glance: Adaptive reuse and redevelopment investment strategies Our adaptive reuse and redevelopment investment objectives require projects where we can: 1) quickly maximize values; 2) generate superior cash on cash returns; 3) provide for prompt return of capital through refinance; 4) create relatively short holding periods of three to five years; 5) provide for minimal development risk and quick market entry. Targeted Property Types With our first priority being capital preservation, our investment strategy is focused on investments that can offer near term security through stabilized income. On a risk-adjusted basis, we prefer apartments, multi- tenant retail and self-storage properties. We look for properties located in suppply-contained markets on an opportunistic basis as discussed below: Self Storage: Adaptive Reuse of Big Box Properties. Adaptive reuse of well-located corporate manufacturing, distribution warehouses and vacant "big box" anchored retail properties which can be acquired at a deep discount to replacement cost, then redevelopedintoclimatecontrolledself-storage"super centers" augmented by onsite business amenities and retail tenancy. BUSINESS MODEL -5-
  • 7. Targeted Property Types (continued) Multi-Tenant Retail: Value Added Renovation and Addition of Bank Pads. Value-added or adaptive reuse of grocery or shadow anchored multi-tenant shipping centers with vacancy, excess land, poor tenant mix or other value added components on an opportunistic basis. Value must be quickly realized though redevelopment to include new facades and landscaping features, new anchor and in-line tenants, addition of investment grade tenancy on excess land, coupled with aggressive leasing and marketing. Student Housing: Redevelopment and Value Added Renovation. Our value added student housing business seeks to acquire well located student housing projects within walking distance to the university, and with below market rents that will benefit from value added cosmetic and construction upgrades and the introduction of high end amenities. Multi-Family: Redevelopment and Cap Rate Arbitrage. This strategy includes new construction of multi-family housing, or refurbishing older properties with vacancy in supply constrained markets on an opportunisticbasisthatwillprovidestrongincremental arbitrage returns from refurbishment and upgrades. Medical Office: Adaptive Reuse of Hospitals. Our adaptive reuse of well-located vacant hospital properties capitalizes on rebranding refurbished hospital assets into "medical malls" anchored by large floor plate niche medical and surgical tenancy requiring specialized hospital type amenities and services, as well as a campus setting within a central business district milieu. The balance of the space is then leased to smaller medical groups. BUSINESS MODEL -6-
  • 8. Sterling McGregor, President, Chief Investment officer As President and Chief Investment Officer, Mr. McGregor is responsible for acquisitions and operations to include formulation of offering structures and products. Mr. McGregor has over 20 years of commercial real estate experience and capital markets experience. Over the past decade, he has acquired and financed 20+ million SF of commercial and multi-family properties with values in excess of $2.5 billion in structured real estate securities transactions. Mr. McGregor was previously the President and Managing Director for a regional Texas based self- storage redeveloper and storage operator of about 4,000 units. Previously, he was a founding shareholder and Chief Operating/Investment Officer of CORE Realty Holdings, a national real estate sponsor, with responsibilities for acquisitions, financing, asset and property management where he acquired $1.2 billion in real estate investments to include redevelopment of over 6,000 multi-family units. Mr. McGregor was also the Chief Operating/Investment Officer for several prominent national real estate sponsors to include a founding shareholder of a national real estate securities sponsor and successor in interest to Grubb and Ellis where he served on the board of directors for several of the company sponsored public REIT’s. Prior to his experience in the real estate securities industry, he was responsible for the management of several institutional quality portfolios with values in excess of $5 billion for Wells Fargo Bank, in addition to due diligence, financing and acquisitions for Cal Fed Syndications, a $1 billion publicly-traded NYSE-listed REIT. Mr. McGregor is a licensed 22, 63 and 7 Securities Representative, a California Real Estate Broker and a Certified General Appraiser (inactive) with a Bachelor’s Degree in Business Management and Finance. The Company and its construction and development affiliates are managed by a long term seasoned cohesive team of real estate and investment professionals, with expertise in deal structure, finance, acquisition and management. Michael S. Gustafson President Sperry Van Ness/DealPoint Merrill Equities As President for the firm, Mr. Gustafson is responsible for arranging debt and equity transactions for joint venture acquisitions and 1031 exchanges for Sperry Van Ness Advisor’s and their clients portfolio. With over 25 years of commercial real estate experience in underwriting, financing, and development background, Michael directs all of DealPoint Merrill Equities transactions. Mr. Gustafson has been a Co-Managing Director at Sperry Van Ness/Renaissance Commercial in Irvine, California. Prior to joining Sperry Van Ness, Michael served as the President of VP Commercial, LLC in Scottsdale, Arizona, which specialized in the acquisition and development of award winning retail, office and industrial properties. The firm’s portfolio grew in excess of $250 million square feet while being recognized as the top development company from 2008-2010. As the co-founder of “Vision Offices”, Mr. Gustafson directed office solutions for the Scottsdale based executive suite provider. He was responsible for the profitability, operations and staffing while providing the direction of its growth in the marketplace. While Mr. Gustafson worked to grow the Vision concept, his properties were recognized as the “Business Center of the year” four years in a row. His role as the Vice President for Daniel Fox and Associates, a national property condition assessment firm and as Hotel Director for Johnes Development, a prominent Phoenix developer contributed to the $300 million Scottsdale Princess Hotel (now known as the Fairmont Princess) project. Michael, who graduated from Arizona State University with a BS in Management, has a California and Arizona real estate license, and is a member of NAIOP and ICSC. He is recognized as a supporter of various local charitable organizations and has co-chaired several charitable events which include the annual Susan G. Komen Pink Tie Ball in Orange County, and provides support to St. Jude’s Children’s Research Hospital. EXECUTIVE PROFILES -7-
  • 9. EXECUTIVE PROFILES -8- Mark Yadisernia Director Capital Markets As the Director of Capital Markets, Mark is responsible for raising equity and se- curing co-investors for the Company’s projects, which include individual co-investment prop- erties, structured portfolios of CRE assets, and Fund offerings. He works directly with capital markets, bro- ker dealers, financial institutions, and the commercial real estate brokerage community. Mark began his career in the real estate industry in 1985 while attending College, and has over 20 years of experience in the commercial real estate industry working in the areas of multi-family, retail, self-storage, office, and mixed use properties. As a developer and broker of commercial real estate assets, Mark has vast experience utilizing multiple property types allowing Mark to match his clientele to projects that enhance investment yields. Mark has been a Senior Advisor with Sperry Van Ness Commercial Real Estate Brokerage, a member of Sperry Van Ness National Self Storage team, a member of the National Self Storage Association and the Massachusetts and California Self Storage Associations. Born and raised in the suburbs of Boston, Mark graduated from Babson College with a major in Marketing. Mark loves to play golf, enjoys great food, red wine, boating, hiking, and sharing his life with his wife and daughter. Tony Ramsey Managing Partner As Managing Partner, Tony directs all aspects of capital origination, investor reports and member selling group compliance, as well as the formulation of new investment products and strategies for internet based securities campaigns and distribution. Mr. Ramsey’s previous experience involved securing funds for multiple real estate ventures, with an emphasis on distressed residential properties. His responsibilities included asset acquisitions, capital raising and day-to-day fund oversight. Since 2009, he personally acquired and resolved more than 900 non-performing residential loans. Mr. Ramsey was also the founder of Whitmont Legal Technologies, a company providing litigation support through documentation, data services and e-commerce technology to major corporations and law firms. Under Mr. Ramsey’s direction, the company grew to over 400 employees with annual sales of $40,000,000 before he sold the company in 2007 for $37 million.
  • 10. EXECUTIVE PROFILES Howard Rosen Capital Markets Mr. Rosen, as a senior associate of the Capital Markets division of DealPoint Merrill, he started his career in the asset based lending sector in 1988 while designing a sales and marketing platform for the lender, growing the companies’ profits significantly over a period of several years. In 1990, Mr. Rosen worked for a large land developer in the Las Vegas valley securing large commercial real estate transactions and sought capital, (i.e. debt, equity, joint ventures, and mezzanine capital) for those transactions. In2002,Mr.Rosenstartedhisownmarketingcompany, introducing capital providers to qualified developers and in his career has closed over $400,000,000 in loans. Mr. Rosen has managed several marketing firms for financial institutions specializing in take outs and refinancing, created a lead generation company to provide leads to financial institutions, and secured private equity groups for commercial construction projects. Mr.RosenisanactivememberoftheMortgageBankers Association, and has a background in accounting, business and marketing from Montgomery College in Philadelphia. -9- Mark Mimms Managing Director Sperry Van Ness/DealPoint Merrill Properties Corp. Serving as Managing Director and Investment Property Specialist for Sperry Van Ness International in the Fresno market, Mark Mimms brings over 35 years of experience to the Sperry Van Ness Team. Mimms has closed over $1 billion in properties, and serves as an expert in the large projects division. Mimms entered the commercial real estate business in 1977 and served as president and owner of his own commercial real estate brokerage company until he joined Sperry Van Ness in the year 2000. A veteran in the industry, Mimms has been involved in a variety of large transactions in many jurisdictions including the sale of apartment buildings, industrial buildings, office buildings, retail buildings, motels and land throughout the State of California. Mark's clients' investment needs and desires have taken him to areas outside of the Fresno marketplace. Mimms has closed projects in Los Angeles, Beverly Hills, Hollywood, and Sacramento, California, Baton Rouge, Louisiana, Lugoff, South Carolina, Charlotte, North Carolina, Dayton, Ohio, in Detroit and most recently, Grand Rapids, Michigan. Mark has formed the "Mimms Team". With this Team we can provide complete commercial real estate services to our clients. Mimms is an active member of Christian Business Men's Committee and has lived in the Fresno area for many years. He has been married for 38 years to Karen and they have two boys, Mark II, and Jon. In his spare time Mark enjoys golfing, motorcycles, weightlifting, and spending time with his family. Mimms received his Bachelor's degree in Criminology and Law Enforcement and a minor in real estate from Fresno State University.
  • 11. EXECUTIVE PROFILES -10- Jason Limbert Acquisitions Mr. Limbert is responsible for acquisitions, actively engaged and personally vested in the purchase and sale of a broad variety of real estate, including affordable housing and land development transactions with a purchase asset value exceeding $100 million. Jason’s real estate experience working with owners, developers and banks has given him extensive knowledge in every aspect of the deal, from meeting with neighborhood council and city officials to his involvement in entitlement, assemblage, setting up investors, banks and tax credit investment channels. Jason has a construction background in ground-up and redevelopment. His projects have also included the redevelopment (on-hold) of the Sherman Way Corridor, and a project sold to TSD Development in which Jason was responsible for entitling a 300-unit affordable apartment complex and flipping it to CIM. Mostrecently,JasonassembledtheLugo,anaffordable 250-unit apartment complex in San Bernardino, California, developed by Meta Housing. Jason is an 8 year Veteran of the United States Coast Guard and Air Force, served in the Persian Gulf War, has a Bachelor’s degree in Marketing from Portland State University, is active in the music industry and is a youth basketball coach. Richard Dooling Project Operations Mr. Dooling oversees the Company’s commercial development projects, which includes retail shopping centers and adaptive reuse developments and leasing. His background in management and leasing was cultivated and refined during his tenure as Director ofAssetServicesatCBRichardEllis. Inthiscapacity, he directed a team of real estate professionals and guided the management and leasing of a portfolio consisting of office, retail and industrial properties with a combined value of over $700 million. As Senior Vice President of Development at DealPoint’s affiliate company, The Merrill Group of Companies, his primary responsibilities focused on ground-up development of “big box” retail projects, including Wal-Mart and Lowe’s shopping centers though-out the western region. His role also included areas of site identification, acquisition, entitlement, design, construction and leasing as well as working with governmental agencies and entities, civil engineers, architects, contractors and major tenants. Mr. Dooling graduated from California State University, Northridge with a Bachelor of Science Degree in Business Administration, specializing in quantitative and qualitative analysis. He is a seasoned aviator and enjoys many diverse and interesting hobbies.
  • 12. EXECUTIVE PROFILES EXECUTIVE PROFILES -11- EXECUTIVE PROFILESEXECUTIVE PROFILES Julie A. Zimmerman Corporate Legal Counsel Ms. Zimmerman, in-house corporate legal counsel, handles all real estate matters for DealPoint Merrill. Julie has a background in contract law. From 2006- 2010, Julie was a partner in a law firm in Southern California, providing legal services to Fortune 500 companies and multi-national insurance brokerage firms. From 2000-2006, she worked as a Senior Associate in the Global Litigation Department for Howrey, LLP in Los Angeles, California, and in 1995- 2000, Ms. Zimmerman worked for Troop Steuber Pasich Reddick & Tobey, LLC, in Los Angeles, California, as an Associate in its litigation department. Julie graduated from George Washington University Law Center in Washington, DC, a J.D. with Honors, and is a Member of the State Bar of California and Los Angeles County Bar Association. She has a B.A. cum laude in History and Political Science from the University of California at Los Angeles, and is a world traveler and avid hiker. Terri Levy Project Coordinator Ms. Levy is responsible as the project coordinator and closing officer, for overseeing real estate acquisitions, project deadlines, loan coordination with lenders, due diligence with sellers, and the coordination of tenants in common interests. With over 38 years in the “Escrow” industry, Terri brings her experience as a Senior Escrow Officer to the Company. Terri began her career with Western Title Insurance CompanyinDavis,California,andafterrelocatingtoLos Angeles she positioned herself to become an “Escrow” Officer. She has managed and closed high liability escrows for commercial, retail, multi-residential, industrial and residential properties, and 1031 tax deferred exchange and short-sale transactions, vacant land, refinance and loan escrows. In 1979, coordinating closings by concurrent recording, her most challenging escrow was a purchase of 101 commercial properties that closed by concurrent recordings in 15 counties in California. Ms.LevywasVicePresident/Managerofan“Exchange” Escrow Company that she helped launch in 1987, which serviced multiple property trade exchanges between principals, before “accommodator” companies were relied upon for use. Herclienteleportfoliohasconsistedofbusinessentities, investors, developers, real estate brokers/agents, attorneys, principals, business managers, accountants, financial institutions and property management firms. Terri obtained a Bachelor of Arts degree from the University of California at Davis. She has been certified by the Escrow Agents Fidelity Corporation during her career, and has been a member of the National Notary Association. She enjoys Yoga, hiking and bike riding, is a loyal UCLA Bruin fan, and derives much pleasure from her other hobbies and interests. Ms. Levy is a supporter of various charitable and philanthropic organizations.
  • 13. EXECUTIVE PROFILES -12- Danielle Watson Director of Communications Danielle is a seasoned communications professional, with more than 25 years of experience in the public relations, publishing and broadcast fields, and specializes in digital communication, lead generation and content development. Danielle has been the Director of Communications at the Company since 2006, and engages in the development and execution of external and internal communications. She is responsible for developing communication strategies that help advance the Company’s efforts through the sharing of effective ideas and practices. These strategies include writing and research, proposals, presentations, Web marketing, social media, media outreach and commercial real estate networking groups. She works jointly with all of the Company’s departments to ensure that communication strategies, messages and presentations are aligned with business objectives. Prior to her communications work, Danielle worked in the arts, media and publishing fields. Her experience included positions as a graphic arts manager at the Venetian Resort Hotel, marketing director for a law firm, editor for “Today in Las Vegas Magazine”, and public relations at Kilohana Broadcasting in Honolulu, Hawaii. Danielle is a supporter of Nevada’s “Opportunity Village” for children with disabilities, has been involved in a variety of local senior charity events, and is a jewelry designer and local artist. Dick Mason Director Construction Dick Mason has over 40 years of ex- perience as a Contractor and Project Manager, and is DealPoint Merrill’s Director of Construction and Vendor Acquisitions for development projects nationwide. Dick owned and operated a commercial construction firm from 1979 until 2006, primarily involved in commercial, large retail, light industrial, and hi- rise condominiums. Projects included a 1,600,000 SF Ross Retail Stores Distribution Center in Perris, California, a steel foundry for East Jordan Iron Works in Ardmore, Oklahoma, and the Endeavour 30-story luxury condominium building in Clear Lake, Texas. In recent years, Mr. Mason has been involved in the redevelopment of real estate. Dick owns and operates a ranch in central Texas and has been involved with showing horses for 30 years. Dick is a Vietnam War Veteran with 2 tours of duty in Southeast Asia.